Principal Financial Services, Inc.
Retirement Education Specialist (Nashville, TN)
Principal Financial Services, Inc., Grand Rapids, Michigan, us, 49528
What You'll Do
Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you. Were looking for a Retirement Education Specialist to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talentjust like you! Additional responsibilities
Consult with the development and implementation of education plans that increase participation in the retirement plan. Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. Present workshops and one-on-one meetings for participants. Principal Financial Group has been named one of the Worlds Most Ethical Companies by Ethisphere. The companys inclusion in the 2025 list marks the 14th time Principal has been recognized for its ethical leadership and business practices since the list launched in 2006. Who You Are
Qualifications: Bachelor's degree or equivalent of 8 years of experience. 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants. Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel as well. Licensing requirements
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The following licenses are required within 5 months of employment; however, a licensed individual is preferred: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Preference for FINRA Series 7 & 66. Successful candidates will have the following
Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field. Ability to work both independently and collaboratively. Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$57,000 - $82,000 / year Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible
Yes Location
Primary territory will be around TN and KY with regional travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer. Job Level
Open to hiring up to the Sr Retirement Education Specialist level for the right skills and experience. Work Authorization/Sponsorship
At this time, we are not considering candidates that need immigration sponsorship now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1. For more information about work authorization, refer to company policy. Investment Code of Ethics
For Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These requirements may also apply to other positions across the organization. Experience Principal
At Principal, we value connecting on both a personal and professional level. Our success depends on the unique experiences, backgrounds, and talents of our employees. Check out our careers site to learn more about our purpose, values and benefits. Equal Opportunity Employer
Principal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date
9/12/2025 Most Recently Posted Date
9/12/2025 LinkedIn Hashtag #LI-BS1 #J-18808-Ljbffr
Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you. Were looking for a Retirement Education Specialist to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talentjust like you! Additional responsibilities
Consult with the development and implementation of education plans that increase participation in the retirement plan. Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies. Present workshops and one-on-one meetings for participants. Principal Financial Group has been named one of the Worlds Most Ethical Companies by Ethisphere. The companys inclusion in the 2025 list marks the 14th time Principal has been recognized for its ethical leadership and business practices since the list launched in 2006. Who You Are
Qualifications: Bachelor's degree or equivalent of 8 years of experience. 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants. Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel as well. Licensing requirements
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The following licenses are required within 5 months of employment; however, a licensed individual is preferred: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Preference for FINRA Series 7 & 66. Successful candidates will have the following
Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field. Ability to work both independently and collaboratively. Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$57,000 - $82,000 / year Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible
Yes Location
Primary territory will be around TN and KY with regional travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer. Job Level
Open to hiring up to the Sr Retirement Education Specialist level for the right skills and experience. Work Authorization/Sponsorship
At this time, we are not considering candidates that need immigration sponsorship now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1. For more information about work authorization, refer to company policy. Investment Code of Ethics
For Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These requirements may also apply to other positions across the organization. Experience Principal
At Principal, we value connecting on both a personal and professional level. Our success depends on the unique experiences, backgrounds, and talents of our employees. Check out our careers site to learn more about our purpose, values and benefits. Equal Opportunity Employer
Principal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date
9/12/2025 Most Recently Posted Date
9/12/2025 LinkedIn Hashtag #LI-BS1 #J-18808-Ljbffr